Retirement Forms

Carleton University Retirement Plan – Termination Election

Used by terminating employees to elect an option for their retirement assets.

Locked-In Transfer Agreement

Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

Pension Beneficiary Form

Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance.

RPP Transfer Agreement

For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

Spousal consent to a transfer to a Life Income Fund (LIF)

Spousal Pension Adjustment

T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3

Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete.

TD1 – Federal Tax Form

TD1ON – Provincial Tax Form

U.S. Direct Deposit Request Form

Direct deposit for US Residents.

Waiver of Joint & Survivor Pension

Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.